O'Shaughnessy Asset Management’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

O'Shaughnessy Asset Management’s Portfolio DFE Stock Details DFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-182	Closed	-$14K	–	1294
2021 Q4	$14K	Hold	182	–	–	﹤0.01%	1226
2021 Q3	$13K	Hold	182	–	–	﹤0.01%	2083
2021 Q2	$13K	Buy	+182	New	+$13.6K	﹤0.01%	1935

Other funds holding DFE

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

O'Shaughnessy Asset Management's DFE Position: Q1 2022 in Review

O'Shaughnessy Asset Management sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q1 2022, closing a stake of 182 shares — an estimated $14K sold.

O'Shaughnessy Asset Management first reported a position in DFE in Q2 2021 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 82 funds tracked by Wall St. Rank hold DFE as of Q1 2022.

O'Shaughnessy Asset Management reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
O'Shaughnessy Asset Management sold 182 WisdomTree Europe SmallCap Dividend Fund shares in Q1 2022, an estimated $14K.
O'Shaughnessy Asset Management first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q2 2021 and held it in 3 quarters.
O'Shaughnessy Asset Management's WisdomTree Europe SmallCap Dividend Fund position peaked at $14K in Q4 2021.
82 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q1 2022.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2022, filed 13 May 2022.